续约经理
Renewals Manager
FinQuery 是会计自动化的前沿企业，专注于合同驱动的会计领域。我们的智能平台改变了财务主管和财务团队的工作方式，无缝管理复杂的财务合同——如租赁、预付款和应计项目——这些是现代业务的基石。我们不只是软件供应商；我们是统一的子账簿，消除了耗时且容易出错的技术会计流程，确保财务报告准确无误，使客户能够专注于战略性的高价值任务。
FinQuery 是全球租赁会计领域的领导者（如 所述），在全球服务超过 8,500 家客户。我们的增长轨迹已连续五年被 Inc 5000 认可为增长最快的私营公司之一。
解决最重要的问题
续约经理通过为指定客户群执行续约流程来支持 FinQuery 的收入留存。与客户成功、销售、法律和财务团队紧密协作，该职位负责客户沟通、续约报价、定价谈判和合同管理，以推动按时续约关闭，减少财务流失，主动识别并解决续约风险，并发现账户增长的机会。
汇报对象：客户成功项目经理
你将产生的影响：
- 为客户群执行续约流程，利用经过验证的策略来支持收入留存同时保持客户信任
- 管理客户沟通，支持定价讨论并解决异议，以促进按时续约、扩展和交叉销售
- 与客户成功团队合作，在合同到期前审查账户健康状况和使用数据，识别续约风险和增长机会
- 在合同到期前特定时间点（90 天、60 天和 30 天）主动联系客户，确保续约按时完成
- 与客户进行续约和合同变更讨论，应用定义的谈判参数，并在需要时升级复杂情况
- 回答客户关于续约任何方面的疑问，包括合同修改、合同扩展和合同缩减
- 生成、审核并发送续约报价给客户，确保及时处理
查看英文原文
FinQuery stands at the forefront of accounting automation, driven by a deep specialty in contract-driven accounting. Our AI-enabled platform transforms how controllers and finance teams operate, seamlessly managing and accounting for the complex financial contracts—like leases, prepaids, and accruals—that are the backbone of modern business. We are not just a software provider; we are the unified subledger that eliminates time-intensive, error-prone technical accounting workflows, ensuring financial reports are accurate and empowering our customers to focus on strategic, high-value tasks.
FinQuery is the global leader in lease accounting (as recognized on ) and serve more than 8,500 customers worldwide. Our growth trajectory has been consistently validated by the Inc 5000, which has recognized us as one of the fastest-growing private companies for five consecutive years.
Solve the Problems That Matter Most
The Renewals Manager supports FinQuery's revenue retention by executing the renewals process for an assigned book of customers. Working in close coordination with Customer Success, Sales, Legal, and Finance, this role manages customer communications, renewal quotes, pricing negotiations, and contract administration to drive on-time renewal closure, minimize financial attrition, proactively identify and address renewal risk, and surface opportunities for account growth.
Reports To: Customer Success Program Manager
How You Will Make an Impact:
- Execute the renewals process for a portfolio of subscription customers, leveraging proven strategies that support revenue retention while maintaining customer trust
- Manage customer communications, support pricing discussions, and address objections to facilitate successful on-time renewals, expansions, and cross-sells
- Partner with Customer Success to review account health and usage data ahead of contract end dates, identifying renewal risk and growth opportunities
- Initiate proactive outreach to customers at defined intervals prior to contract expiration (90, 60, and 30 days) to ensure renewals are completed on schedule
- Conduct renewal and contract change discussions with customers, applying defined negotiation parameters and escalating complex situations as needed
- Respond to questions from customers on any aspect of the renewal including contract amendments, contract expansions, and contract contractions
- Generate, review, and send renewal quotes to customers to ensure timely processing through procurement, resulting in issuance of PO to drive renewal to on-time closure
- Track contract cancellations and document reasons for loss
- Collaborate with cross-functional teams, including Customer Success, Sales, Legal, and Finance, to identify opportunities that reduce operational friction and improve efficiency in renewals, expansion, and cross-sell processes
- Maintain all required CRM data, including but not limited to tracking customer interactions and managing renewal opportunities
- Conduct all business in accordance with FinQuery policies and procedures
- Complete all other duties as assigned
The Expertise You'll Bring:
- Strong written, verbal, and interpersonal communication skills to engage effectively with customers, internal stakeholders, and cross-functional partners
- Strong negotiation and objection handling skills, with the ability to hold value-based, persuasive renewal conversations within defined parameters
- Strong understanding of Net Revenue Retention (NRR) and the key drivers of recurring revenue in a SaaS business
- Strong analytical capabilities to analyze issues, identify solutions, and make sound decisions with general supervision
- Ability to interpret customer health signals, engagement data, and renewal performance metrics to prioritize outreach, identify at-risk accounts, and support accurate forecasting
- Strong process management, time management, and organizational skills, with the ability to manage multiple concurrent renewals against competing deadlines while maintaining accuracy and adherence to policy
- Ability to assess when situations require independent handling versus escalation to Customer Success, Sales, or Legal, and act accordingly within defined guidelines
- Ability to read and interpret subscription agreements, contract amendments, and order forms to support accurate renewal execution and contract administration
- Excellent financial acumen and policy management skills
- Proficiency in CRM platforms with familiarity with HubSpot or comparable tools preferred
Education & Experience Desired
- Possession of a 4-year degree or equivalent experience
- Experience of 3 or more years in customer renewals or account management in a SaaS or subscription-based business
- Proven track record of achievement against quota and KPIs
- Experience with Microsoft Office and Google Suite preferred
- Experience working in a CRM platform with HubSpot experience preferred
For Your Growth & Career:
Annual employee development program stipend of $1,000 for each employee
Mentorship program available
Sabbatical program of 4 weeks after 5 years of service
Advancement opportunities based on results
For Your Financial Well-being:
Signing stipend for a work-from-home setup
For Your Health & Wellness:
Paid Time Off
For Your Family & Life:
Parental Leave Benefits
Fertility/Adoption Assistance
Annual tutoring stipend for your children
Originally posted on Himalayas